Three Cord True Wealth Management, LLC
โขCIK: 2056001โขFiling: Q4 2025
**Three Cord True Wealth Management, LLC** manages $172M across a portfolio of 39 positions, exhibiting a focus on diversified, income-oriented strategies. Top allocations are heavily weighted toward real estate and dividend-focused ETFs, notably RECS ($25.8M) and SPYG ($25.3M). The portfolio further maintains significant exposure to value and dividend capture strategies, with AVLV ($21.2M) and JAAA ($18.7M) anchoring core holdings. This structure suggests a commitment to capital preservation and consistent yield generation.
Total AUM
$171.9M
QoQ Performance
+16.4%
Positions
29
Top 10 Concentration
89.7%
Latest Filing
Q4 2025
Top Holdings Allocation
RECS
SPYG
AVLV
JAAA
FNX
IDMO
AVUV
RECS15.0%
SPYG14.7%
AVLV12.3%
JAAA10.9%
FNX9.5%
IDMO8.8%
AVUV6.8%
EDIV4.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other98.4%
Technology1.1%
ETF0.2%
Consumer0.1%
Financial0.1%
Industrial0.1%
Changes from Q3 2025
NEW7 new positions
โ14 increased
โ7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024